OpenERISA

Leading Edge Investment Advisors, LLC

San Francisco, CA, 94111

EIN 38-3722349
Plans
3
Total participants
133
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Leading Edge Investment Advisors, LLC Custom 401(K) Plan13
2024Form 5500002Leading Edge Investment Advisors, LLC Retirement Plan13
2023Form 5500-SF001Leading Edge Investment Advisors, LLC Custom 401(K) Plan12
2023Form 5500002Leading Edge Investment Advisors, LLC Retirement Plan12
2022Form 5500-SF001Leading Edge Investment Advisors, LLC Custom 401(K) Plan13
2022Form 5500002Leading Edge Investment Advisors, LLC Retirement Plan13
2022Form 5500003Leia Group Trust1
2021Form 5500-SF001Leading Edge Investment Advisors, LLC Custom 401(K) Plan14
2021Form 5500002Leading Edge Investment Advisors, LLC Retirement Plan13
2021Form 5500003Leia Group Trust1
2020Form 5500-SF001Leading Edge Investment Advisors, LLC Custom 401(K) Plan14
2020Form 5500002Leading Edge Investment Advisors, LLC Retirement Plan13
2020Form 5500003Leia Group Trust1

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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